Broyhill's Q2 2024 Top Five Investments

cherdchai chawienghong/iStock via Getty Images The following segment was excerpted from this fund letter. Top Holdings Our top five investments represented roughly 50% of the equity portfolio at quarter end. In alphabetical order, they were Avantor (AVTR), Baxter (BAX), Fiserv (FI), Nintendo (OTCPK:NTDOY), and Philip Morris (PM). Three of these five weighed on performance most heavily in the second quarter. And just the same, four of the top five were the fund’s largest contributors in July. As there wa ...